THE DAIWA ANGLO-JAPANESE FOUNDATION

Charity number: 299955
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

- Awarding scholarships, grants and prizes to individuals and institutions in the UK and Japan - Hosting a programme of educational and cultural events at Daiwa Foundation Japan House and elsewhere

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£623,670

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Donations and legacies £77.68k
Charitable activities £0
Other trading activities £0
Investments £513.65k
Other £32.34k

Total expenditure:
£1,926,354

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Raising funds £64.74k
Charitable activities £1.86m
Other £0

£3,293,105 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £64.74k
Charitable expenditure £1.86m

People

8 Employee(s)

12 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£110k to £120k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Japan
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 17 August 1988: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sir Tim Hitchens Chair 21 June 2018
WOLFSON COLLEGE IN THE UNIVERSITY OF OXFORD
Received: On time
Keiko Tashiro CFA Trustee 21 June 2024
None on record
John Murray Charlton-Jones Trustee 24 November 2023
None on record
Keiichi Hayashi Trustee 01 July 2022
None on record
Rebecca Margaret Salter Trustee 01 July 2022
None on record
Sir Mark Jeremy Walport Trustee 01 July 2022
THE BRITISH MUSEUM FRIENDS
Received: On time
Dr Victoria Sarah Tuke Trustee 19 November 2021
None on record
Ms Yoko Dochi Trustee 21 June 2018
THE MAGDALEN COLLEGE DEVELOPMENT TRUST
Received: On time
Professor SACHIKO KUSUKAWA Trustee 21 June 2018
JOHN RAY CHARITY
Received: On time
Jessie Angelica Turnbull Trustee 21 June 2018
None on record
Professor Hirotaka Takeuchi Trustee 14 October 2014
None on record
Yusuke Kawamura Trustee 10 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £467.90k £215.57k £136.43k £192.33k £623.67k
Total expenditure £1.61m £1.36m £1.29m £2.01m £1.93m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £77.68k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £513.65k
Income - Other N/A N/A N/A N/A £32.34k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £1.86m
Expenditure - Raising funds N/A N/A N/A N/A £64.74k
Expenditure - Governance N/A N/A N/A N/A £130.85k
Expenditure - Grants institution N/A N/A N/A N/A £218.00k
Expenditure - Investment management N/A N/A N/A N/A £64.74k
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £45.61m
Other assets N/A N/A N/A N/A £833.07k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £171.80k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 07 January 2025 On Time
Accounts and TAR 31 March 2024 07 January 2025 On Time Download Open in new window
Annual return 31 March 2023 07 March 2024 36 days late
Accounts and TAR 31 March 2023 07 March 2024 36 days late Download Open in new window
Annual return 31 March 2022 19 January 2023 On Time
Accounts and TAR 31 March 2022 19 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 16TH AUGUST 1988

Charitable objects

(A) THE ADVANCEMENT OF THE EDUCATION OF THE CITIZENS OF THE UNITED KINGDOM AND THE CITIZENS OF JAPAN IN EACH OTHER'S INSTITUTIONS, BUSINESS ORGANISATION, ECONOMY, CULTURE, HERITAGE, HISTORY, SCIENTIFIC ACHIEVEMENTS; (B) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE STUDENTS AND ACADEMICS AT SCHOOLS, COLLEGES AND UNIVERSITIES IN THE UNITED KINGDOM OR JAPAN TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION, (C) TO MAKE GRANTS TO INSTITUTIONS HAVING EXCLUSIVELY CHARITABLE OBJECTS ACCORDING TO THE LAW OF ENGLAND AND WALES WHICH ARE ENGAGED IN PROMOTING FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM OR JAPAN, OR RESEARCH INTO CULTURAL, HISTORICAL, MEDICAL AND SCIENTIFIC SUBJECTS AND THE PUBLICATION OF THE USEFUL RESULTS OF ALL SUCH RESEARCH.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Daiwa Anglo-Japanese Foundation
13-14 Cornwall Terrace
LONDON
NW1 4QP
Phone:
020 7486 4348
Email:
office@dajf.org.uk
Website:

www.dajf.org.uk Open in new window